Order Management Analyst

WHAT YOU’LL DO

You'll own the operational backbone that connects what we sell to what we bill: turning executed contracts and agent usage into accurate bookings and reports, and turning the data behind both into critical insights the business acts on. This role sits at the center of the company’s business model and works across Sales, Finance, Legal, Pricing, GTM Systems, and Agent Development.

Own Order Management across the Customer Lifecycle

- Own the path from signature to booking: build, verify, and book quotes across the customer lifecycle, capturing all critical commercial terms

- Collaborate across GTM Operations, Finance, and Sales Compensation to ensure bookings flow accurately into all downstream systems and reporting

- Leverage and spearhead order management guides and best practices, influencing policies and processes as new terms and products emerge

Accelerate usage tracking and reporting

- Partner with Agent Development to set up, verify, and maintain outcome-based usage tracking across agents

- Run the monthly consumption reporting and billing cycle for our growing customer base, delivering key reports to the company and to the Customer

- Serve as the owner for usage questions from customers, Sales, and Agent Development

Support our Deal Operations and Velocity

- Draft, review, and execute order forms, working with our Pricing team to align on commercial negotiation, deal forecast, and downstream operability

- Partner with Sales, Legal, Pricing, and Finance across the deal lifecycle to execute deals cleanly and drive scalability over time

Build the Operational Machine with us

- Continuously identify repetitive processes across the order management lifecycle and collaborate across the Go-to-Market Operations team to automate and scale them

- Work with Revenue Operations and GTM systems to define billing processes and policies for new products and pricing models

- Ramp from running standard processes to owning complex and ambiguous scenarios

WHAT YOU’LL BRING

- 2–4 years in deal desk, order management, billing operations, or revenue operations at a B2B SaaS company

- Experience owning an operational booking and/or billing queue end-to-end with high accuracy against monthly deadlines

- Experience with CRMs (e.g., Salesforce) and a CPQ or billing system; comfortable reading a contract and translating terms into system fields

- Strong attention to detail and clear written communication skills to collaborate with Sales, Finance, Legal, and customers

- Ability to identify areas for improvement and build solutions using AI tooling

- Based in San Francisco and able to work in-office with the team

EVEN BETTER…

- Experience with usage-based billing (commitments, overages, credits, true-ups)

- Familiarity with Quoting and Contract Lifecycle Management tools

- SQL or spreadsheet modeling skills

- Exposure to sales compensation, revenue recognition, or partner and reseller billing

- Experience at a high-growth company where you helped stand up a process from scratch